Insights and Guidance

Our blog features thought leadership on market and economic trends, investment themes, tax and estate planning strategies, portfolio insights, media features, and other perspectives to help investors stay informed.

Collecting Compounders
Mar 28, 2024

Canadian Natural Resources Canadian Natural Resources (CNQ) is a crude oil and natural gas exploration, development, and production company, with operations in Western Canada, the U.K. portion of the...

Collecting Compounders
Feb 27, 2024

Danaher Danaher indicated that some of their biopharma customers have returned to normal ordering patterns for instruments and consumables. This is supported by the 20% quarter-to-quarter uptick in...

Collecting Compounders
Jan 31, 2024

Danaher Corporation is a leading global life sciences and diagnostics company that contributes to the discovery, development, and manufacturing of life-changing drugs and therapies. Danaher may not...

Collecting Compounders
Nov 06, 2023

LVMH Moët Hennessy Louis Vuitton is the world’s largest luxury goods conglomerate that owns a collection of 75 brands—or “Maisons”—including Louis Vuitton, Christian Dior, Dom Pérignon,...

Collecting Compounders
Jul 21, 2022

Introduction Thermo Fisher is a global supplier of scientific instruments, consumables, and services to accelerate life sciences research and manufacture life-changing vaccines and therapies. Thermo...

Collecting Compounders
Nov 30, 2021

Thermo Fisher Scientific is a leading global manufacturer and distributor of analytical instruments, lab equipment, consumables, and value-added services (e.g., drug development, clinical trials, and...